Loan Officer Associate

Job Description

The NextGen Loan Officer Associate (LOA) role is an early-career position designed to prepare high-potential individuals for a producing Loan Officer career. This role goes beyond support—you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision-making of top-performing Loan Officers.

What You’ll Do

• Sales & Customer Engagement
• Partner with a Loan Officer to drive customer engagement, follow-up, and pipeline movement
• Guide customers through the mortgage process using a consultative approach
• Communicate clearly and promptly via phone, email, and digital channels
• Support conversion by identifying needs, presenting options, and addressing objections
• Build effective relationships with New Home Consultants, internal partners, and referrals
• Participate in builder, realtor, and community activities that generate leads
• Pipeline & Business Management
• Maintain accurate loan data, documentation, and notes in the LOS
• Track daily follow-ups, milestones, and next steps to support on-time closings
• Review pipeline activity and reports to understand loan progress end-to-end
• Learn how Loan Officers prioritize volume and balance service with sales results
• Support processors and closers by helping gather required documentation
• Training, Licensing & Compliance
• Complete classroom and online training on products, pricing, compliance, and the loan lifecycle
• Train on mortgage rate sheets to understand pricing and rate locking
• Complete required testing and licensing, including NMLS and state licenses
• Maintain compliance knowledge, including RESPA and continuing education
• Technology, AI & Modern Tools
• Use CRM, LOS, and digital tools to manage leads and workflows
• Leverage AI and automation to prioritize outreach and reduce manual work
• Use data insights to improve customer experience and pipeline performance
• Identify ways to streamline processes and increase selling time
• Share practical improvements that increase team efficiency

What Sets You Apart

• Sales Mindset & Drive
• Strong interest in sales, customer relationships, and performance-based roles
• Comfortable with accountability, metrics, and continuous improvement
• Motivated by growth, progression, and long-term opportunity
• Digital & AI Fluency
• Confident navigating multiple systems and tools in a fast-paced environment
• Learns new platforms quickly and applies them to real work
• Uses technology and emerging tools to work smarter—not just faster
• Adaptability & Ownership
• Thrives in changing environments with evolving priorities
• Open to feedback, coaching, and continuous learning
• Demonstrates resilience, curiosity, and follow-through

What You Bring

• High School Diploma (required), Bachelor’s degree (preferred)
• NMLS License or willingness to obtain
• Experience using digital tools for work, projects, or collaboration (academic, internship, or professional)
• Able to manage multiple priorities across systems and timelines
• Strong communication skills and customer focus
• Interest in building a long-term career in mortgage sales

General Overview of Compensation & Benefits

• This position may be eligible for bonuses
• This position may be eligible for commissions
• This position will be eligible for the described benefits listed in the above section in accordance with Company Policy

Lennar Life

• Comprehensive health insurance plans, including Medical, Dental, and Vision coverage
• 401(k) Retirement Plan with a $1 for $1 Company Match up to 5%
• Paid Parental Leave and an Associate Assistance Plan
• Education Assistance Program and up to $30,000 in Adoption Assistance
• Up to three weeks of vacation annually, along with generous Holiday, Sick Leave, and Personal Day policies
• New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities like Everyone’s Included Day

About Lennar

Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.